Last Updated: 5/12/2026
Effective Date: 5/12/2026
1. Introduction
This Privacy Policy describes how StellarVest (“StellarVest,” “we,” “us,” or “our”), the private investment platform of The Stellar Family of Companies, collects, uses, shares, and protects personal information about individuals who visit our website at StellarVest.com, register for our investor list, access our investor portal, or otherwise interact with us (collectively, the “Services”).
By using our Services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use our Services. Individuals who establish an investor account with us should also review the Gramm-Leach-Bliley Act (GLBA) Privacy Notice at the end of this Policy.
2. Information We Collect
2.1 Information You Provide to Us
Contact information, such as your first and last name, email address, mailing address, and phone number. Account and accreditation information, such as your date of birth, Social Security number or other government-issued identification number, citizenship, employment status, and accreditation documentation submitted to verify your status as an accredited investor under Rule 501 of Regulation D. Investment information, such as your investment preferences, capital commitments, subscription documents, ownership interests, distributions, K-1 tax information, and transaction history. Financial information, such as bank account and routing numbers, wire transfer instructions, and brokerage account details necessary to process capital contributions and distributions. Communications, such as questions, feedback, and correspondence you send us through email, web forms, telephone, or our investor portal. Marketing preferences, such as your interests in particular asset classes, geographic markets, or investment strategies.
2.2 Information We Obtain from Third Parties
Identity verification and accreditation services. We use third-party providers to verify your identity, accreditation status, and to perform anti-money-laundering (AML) and Know Your Customer (KYC) checks. Investor portal provider. Our investor portal is hosted by Juniper Square, which collects and processes account, investment, and transaction information on our behalf. Payment processors. Capital contributions and distributions are processed through financial institutions and payment processors that handle your bank account information directly. Marketing and analytics partners. We may receive aggregated or de-identified information about you from advertising and analytics partners. Publicly available sources, including governmental records, professional networking sites, and other public databases.
2.3 Information Collected Automatically
When you visit our website or use our Services, our service providers and we automatically collect certain information about your device and how you interact with us, including:
Device data, such as IP address, browser type and version, operating system, device identifiers, screen resolution, and general geographic location (city/state derived from IP). Usage data, such as the pages or screens you view, the date and time of your visits, time spent on pages, referring and exit URLs, and whether you opened our emails or clicked links within them.
2.4 Cookies and Similar Technologies
We use cookies, web beacons, pixel tags, and similar technologies to operate our Services, remember your preferences, analyze traffic, and support our marketing. Cookie categories we use include:
Strictly necessary cookies — required for the Services to function (e.g., authentication, security).
Functional cookies — remember your preferences and settings.
Analytics cookies — help us understand how visitors use our Services (e.g., Google Analytics).
Advertising cookies — used by us and our partners (e.g., Google, Meta/Facebook, LinkedIn) to deliver and measure marketing campaigns.
Most browsers allow you to refuse or delete cookies. Blocking certain cookies may affect the functionality of our Services. We do not currently respond to browser “Do Not Track” signals.
3. How We Use Your Information
We use the personal information we collect to:
Operate, maintain, secure, and improve the Services, including our website and investor portal.
Verify your identity and accreditation status, perform required KYC/AML compliance checks, and process subscription documents.
Facilitate capital contributions, distributions, and reporting in connection with your investments.
Communicate with you about your account, investments, capital calls, distributions, tax reporting, and administrative matters.
Send you information about new investment opportunities, market updates, and educational content, where permitted by law and consistent with your communication preferences.
Respond to your inquiries, provide investor relations support, and improve our investor experience.
Comply with applicable laws, regulations, and legal process, including federal and state securities laws.
Detect, prevent, and respond to fraud, security incidents, unauthorized access, or other harmful or unlawful activity.
Enforce our Terms of Service and protect our rights, property, and the safety of our investors, employees, and the public.
Conduct analytics, research, and product development, including by using de-identified or aggregated information.
4. How We Share Your Information
We do not sell your personal information for monetary consideration. We share personal information only as described in this Privacy Policy:
Affiliates
We may share information with our affiliates within The Stellar Family of Companies, which include [Stellar Family of Companies parent entity], Stellar Construction, StellarVest, Stellar Intelligence, and the various property-owning entities and special-purpose vehicles formed to hold individual investments (“Affiliates”). Affiliates may use your information for the purposes described in this Policy.
Service Providers
We share information with third-party service providers that perform services on our behalf, including:
- Juniper Square (investor portal, subscription documents, and reporting)
- Identity verification, accreditation, and KYC/AML providers
- Banking, payment, and fund administration providers
- Email service providers and CRM platforms
- Cloud hosting and IT infrastructure providers
- Accounting, audit, tax preparation, and legal advisors
- Marketing, advertising, and analytics providers (including Google, Meta, and LinkedIn)
Co-Investors and Joint Venture Partners
Where you invest through a co-investment vehicle or joint venture, we may share limited information with co-investors, joint venture partners, lenders, and other transaction participants as reasonably necessary to administer the investment.
Legal and Regulatory Disclosures
We may disclose information when we believe in good faith that disclosure is required to comply with applicable law, court order, subpoena, or other legal process; to respond to lawful requests from governmental or regulatory authorities; to enforce our agreements; or to protect the rights, property, or safety of StellarVest, our investors, or others.
Business Transfers
If StellarVest or any of its Affiliates is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar transaction, your information may be transferred as part of that transaction, subject to standard confidentiality protections.
5. Your Choices and Rights
Marketing Communications
You may opt out of marketing emails at any time by clicking the unsubscribe link at the bottom of any marketing email or by contacting us at investors@stellarvest.com. Even if you opt out of marketing communications, we may continue to send you administrative messages relating to your account or investments.
SMS / Text Messages
If you opt in to receive text messages, you may opt out at any time by replying STOP to any message or by contacting us. Standard message and data rates may apply.
Account Information
If you have registered for an investor account, you may review and update certain personal information by logging into the Juniper Square investor portal or by contacting us directly.
Cookies and Tracking
You can manage cookies through your browser settings, the cookie banner on our site (where applicable), or by visiting the opt-out tools of the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (optout.networkadvertising.org).
6. California Privacy Rights (CCPA/CPRA)
If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, provides you with the following rights, subject to certain exceptions:
- Right to know what categories and specific pieces of personal information we have collected about you, the sources, purposes, and parties with whom we share it.
- Right to correct inaccurate personal information.
- Right to delete personal information we hold about you, subject to certain exceptions (including our obligations under securities laws and the GLBA).
- Right to opt out of the sale or sharing of personal information for cross-context behavioral advertising. We do not sell personal information for monetary consideration, but certain advertising cookies may constitute “sharing” under California law.
- Right to limit the use and disclosure of sensitive personal information.
- Right to non-discrimination for exercising your privacy rights.
Note: Personal information we collect, use, or disclose in connection with providing financial products or services to consumers for personal, family, or household purposes is subject to the federal Gramm-Leach-Bliley Act and is exempt from certain CCPA/CPRA requirements. See our GLBA Privacy Notice below.
To exercise your rights, contact us at investors@stellarvest.com. We will need to verify your identity before responding. You may also designate an authorized agent to make a request on your behalf.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, and destruction. These measures include encryption of data in transit, restricted access controls, and use of reputable service providers for investor portal and payment functions. However, no system of information transmission or storage can be guaranteed to be 100% secure.
8. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to provide the Services to you, to comply with our legal, regulatory, tax, accounting, and recordkeeping obligations (including under federal and state securities laws), to resolve disputes, and to enforce our agreements. Records relating to investments are generally retained for at least the periods required by applicable law and our document retention policies.
9. Children’s Privacy
Our Services are intended for accredited investors and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child without appropriate parental consent, we will delete that information.
10. Third-Party Links and Services
Our Services may contain links to third-party websites, including our investor portal hosted by Juniper Square. We are not responsible for the privacy practices of third parties. We encourage you to review the privacy policies of any third-party site or service you visit.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If we make material changes, we will post the updated Policy on our website with a revised “Last Updated” date and, where appropriate, notify you by email or through the investor portal. Your continued use of the Services after the updated Policy becomes effective constitutes acceptance of the changes.
12. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
StellarVest
Attn: Privacy / Investor Relations
6502 Slide Road, Ste 404, Lubock, Texas 79424
Email: investors@stellarvest.com
Phone: 806-771-2030
Gramm-Leach-Bliley Act (GLBA) Privacy Notice
This GLBA Notice describes how StellarVest and its Affiliates collect, share, and protect the nonpublic personal information of individuals who apply for or maintain an investment account with us. It is required by federal law.
FACTS — What does StellarVest do with your personal information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
Name and contact information
Social Security number and date of birth\
Income, net worth, and accreditation information
Account balances and transaction history\
Bank account and wire transfer information
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons StellarVest chooses to share, and whether you can limit this sharing.
Reasons we can share your personal information
To limit our sharing or ask questions about this notice, contact us at investors@stellarvest.com or call [Phone Number]. If you are a new customer, we can begin sharing your information immediately. When you are no longer our customer, we continue to share your information as described in this notice. You may contact us at any time to limit our sharing.
Definitions
Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies. StellarVest Affiliates include [Stellar Family of Companies parent entity], Stellar Construction, Stellar Intelligence, and property-owning special-purpose entities.
Nonaffiliates: Companies not related by common ownership or control. StellarVest does not share with nonaffiliates so they can market to you.
Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. StellarVest does not jointly market in this manner.
How StellarVest Protects Your Information
To protect your personal information from unauthorized access and use, we use security measures that comply with applicable federal and state law. These measures include computer safeguards, encryption, secured files and buildings, and restricted access to authorized employees and service providers with a legitimate business need.
How StellarVest Collects Your Information
We collect your personal information, for example, when you:
Submit an investor questionnaire or subscription document
Provide accreditation or KYC documentation
Provide bank account information for capital contributions or distributions
Contact us by phone, email, or through our investor portal
We also collect your personal information from banks, identity verification providers, accreditation services, and other third-party data providers.
Why You Can’t Limit All Sharing
Federal law gives you the right to limit only (a) sharing for affiliates’ everyday business purposes based on your creditworthiness; (b) affiliates from using your information to market to you; and (c) sharing with nonaffiliates so they can market to you.State laws and individual companies may give you additional rights.